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BRUNSWICK CORP(BC)与Globe Life(GL)财务数据对比。点击上方公司名可切换其他公司
Globe Life的季度营收约是BRUNSWICK CORP的1.1倍($1.5B vs $1.4B),Globe Life净利率更高(17.5% vs 1.5%,领先16.0%),BRUNSWICK CORP同比增速更快(17.3% vs 3.6%),Globe Life自由现金流更多($330.1M vs $-116.8M),过去两年Globe Life的营收复合增速更高(3.6% vs -2.3%)
美国Brunswick公司创立于1845年,专注于多品类产品的研发、生产与营销,旗下拥有知名海事品牌水星海事(Mercury Marine)等多个品牌。目前集团在24个国家拥有超1.3万名员工,2024年销售额达52亿美元,全球总部位于伊利诺伊州芝加哥北郊的梅塔瓦。
Globe Life Inc.(股票代码:GL)是总部位于美国得克萨斯州麦金尼的金融服务控股公司,在纽约证券交易所上市,通过旗下全资子公司开展业务,主营人寿保险、年金产品及补充健康保险产品。
BC vs GL — 直观对比
营收规模更大
GL
是对方的1.1倍
$1.4B
营收增速更快
BC
高出13.7%
3.6%
净利率更高
GL
高出16.0%
1.5%
自由现金流更多
GL
多$446.9M
$-116.8M
两年增速更快
GL
近两年复合增速
-2.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.4B | $1.5B |
| 净利润 | $21.0M | $266.1M |
| 毛利率 | 24.9% | — |
| 营业利润率 | 3.6% | 21.7% |
| 净利率 | 1.5% | 17.5% |
| 营收同比 | 17.3% | 3.6% |
| 净利润同比 | — | 4.3% |
| 每股收益(稀释后) | $0.32 | $3.28 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比,按日历期对齐,财年错位的公司也能正确匹配
营收
BC
GL
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.3B | $1.5B | ||
| Q3 25 | $1.4B | $1.5B | ||
| Q2 25 | $1.4B | $1.5B | ||
| Q1 25 | $1.2B | $1.5B | ||
| Q4 24 | $1.2B | $1.5B | ||
| Q3 24 | $1.3B | $1.5B | ||
| Q2 24 | $1.4B | $1.4B |
净利润
BC
GL
| Q1 26 | $21.0M | — | ||
| Q4 25 | $18.7M | $266.1M | ||
| Q3 25 | $-235.5M | $387.8M | ||
| Q2 25 | $59.3M | $252.7M | ||
| Q1 25 | $20.2M | $254.6M | ||
| Q4 24 | $-82.5M | $255.2M | ||
| Q3 24 | $44.6M | $303.0M | ||
| Q2 24 | $100.0M | $258.4M |
毛利率
BC
GL
| Q1 26 | 24.9% | — | ||
| Q4 25 | 23.1% | — | ||
| Q3 25 | 25.8% | — | ||
| Q2 25 | 25.5% | — | ||
| Q1 25 | 24.9% | — | ||
| Q4 24 | 21.9% | — | ||
| Q3 24 | 26.2% | 26.1% | ||
| Q2 24 | 27.1% | 23.3% |
营业利润率
BC
GL
| Q1 26 | 3.6% | — | ||
| Q4 25 | 3.1% | 21.7% | ||
| Q3 25 | -17.8% | 31.5% | ||
| Q2 25 | 7.1% | 21.2% | ||
| Q1 25 | 4.6% | 21.4% | ||
| Q4 24 | -4.8% | 21.3% | ||
| Q3 24 | 7.7% | 26.3% | ||
| Q2 24 | 11.0% | 23.5% |
净利率
BC
GL
| Q1 26 | 1.5% | — | ||
| Q4 25 | 1.4% | 17.5% | ||
| Q3 25 | -17.3% | 25.6% | ||
| Q2 25 | 4.1% | 17.1% | ||
| Q1 25 | 1.7% | 17.2% | ||
| Q4 24 | -7.1% | 17.4% | ||
| Q3 24 | 3.5% | 20.8% | ||
| Q2 24 | 6.9% | 17.9% |
每股收益(稀释后)
BC
GL
| Q1 26 | $0.32 | — | ||
| Q4 25 | $0.32 | $3.28 | ||
| Q3 25 | $-3.59 | $4.73 | ||
| Q2 25 | $0.89 | $3.05 | ||
| Q1 25 | $0.30 | $3.01 | ||
| Q4 24 | $-1.21 | $3.00 | ||
| Q3 24 | $0.67 | $3.44 | ||
| Q2 24 | $1.48 | $2.83 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | ||
|---|---|---|
| 现金及短期投资手头流动性 | $277.8M | $314.7M |
| 总债务越低越好 | $490.2M | — |
| 股东权益账面价值 | $1.6B | $6.0B |
| 总资产 | $5.5B | $30.8B |
| 负债/权益比越低杠杆越低 | 0.31× | — |
8季度趋势,按日历期对齐
现金及短期投资
BC
GL
| Q1 26 | $277.8M | — | ||
| Q4 25 | $256.8M | $314.7M | ||
| Q3 25 | $297.7M | $62.8M | ||
| Q2 25 | $315.7M | $116.7M | ||
| Q1 25 | $286.7M | $134.1M | ||
| Q4 24 | $269.0M | $85.0M | ||
| Q3 24 | $284.1M | $100.5M | ||
| Q2 24 | $494.5M | $100.6M |
总债务
BC
GL
| Q1 26 | $490.2M | — | ||
| Q4 25 | $2.1B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $2.4B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
BC
GL
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $6.0B | ||
| Q3 25 | $1.6B | $5.7B | ||
| Q2 25 | $1.9B | $5.4B | ||
| Q1 25 | $1.9B | $5.4B | ||
| Q4 24 | $1.9B | $5.3B | ||
| Q3 24 | $2.0B | $4.6B | ||
| Q2 24 | $2.0B | $5.2B |
总资产
BC
GL
| Q1 26 | $5.5B | — | ||
| Q4 25 | $5.3B | $30.8B | ||
| Q3 25 | $5.4B | $30.5B | ||
| Q2 25 | $5.8B | $29.8B | ||
| Q1 25 | $5.9B | $29.7B | ||
| Q4 24 | $5.7B | $29.1B | ||
| Q3 24 | $6.0B | $29.6B | ||
| Q2 24 | $6.4B | $28.3B |
负债/权益比
BC
GL
| Q1 26 | 0.31× | — | ||
| Q4 25 | 1.30× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.25× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | ||
|---|---|---|
| 经营现金流最新季度 | — | $350.6M |
| 自由现金流经营现金流 - 资本支出 | $-116.8M | $330.1M |
| 自由现金流率自由现金流/营收 | -8.5% | 21.7% |
| 资本支出强度资本支出/营收 | 4.2% | 1.3% |
| 现金转化率经营现金流/净利润 | — | 1.32× |
| 过去12个月自由现金流最近4个季度 | $344.6M | $1.3B |
8季度趋势,按日历期对齐
经营现金流
BC
GL
| Q1 26 | — | — | ||
| Q4 25 | $132.9M | $350.6M | ||
| Q3 25 | $140.4M | $306.0M | ||
| Q2 25 | $316.2M | $307.9M | ||
| Q1 25 | $-27.4M | $431.9M | ||
| Q4 24 | $306.4M | $336.9M | ||
| Q3 24 | $67.4M | $340.6M | ||
| Q2 24 | $211.0M | $374.1M |
自由现金流
BC
GL
| Q1 26 | $-116.8M | — | ||
| Q4 25 | $83.6M | $330.1M | ||
| Q3 25 | $106.5M | $208.7M | ||
| Q2 25 | $271.3M | $295.0M | ||
| Q1 25 | $-65.1M | $420.1M | ||
| Q4 24 | $276.1M | $321.9M | ||
| Q3 24 | $31.4M | $311.3M | ||
| Q2 24 | $163.9M | $356.5M |
自由现金流率
BC
GL
| Q1 26 | -8.5% | — | ||
| Q4 25 | 6.3% | 21.7% | ||
| Q3 25 | 7.8% | 13.8% | ||
| Q2 25 | 18.7% | 19.9% | ||
| Q1 25 | -5.3% | 28.4% | ||
| Q4 24 | 23.9% | 22.0% | ||
| Q3 24 | 2.5% | 21.4% | ||
| Q2 24 | 11.4% | 24.8% |
资本支出强度
BC
GL
| Q1 26 | 4.2% | — | ||
| Q4 25 | 3.7% | 1.3% | ||
| Q3 25 | 2.5% | 6.4% | ||
| Q2 25 | 3.1% | 0.9% | ||
| Q1 25 | 3.1% | 0.8% | ||
| Q4 24 | 2.6% | 1.0% | ||
| Q3 24 | 2.8% | 2.0% | ||
| Q2 24 | 3.3% | 1.2% |
现金转化率
BC
GL
| Q1 26 | — | — | ||
| Q4 25 | 7.11× | 1.32× | ||
| Q3 25 | — | 0.79× | ||
| Q2 25 | 5.33× | 1.22× | ||
| Q1 25 | -1.36× | 1.70× | ||
| Q4 24 | — | 1.32× | ||
| Q3 24 | 1.51× | 1.12× | ||
| Q2 24 | 2.11× | 1.45× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
BC
暂无分部数据
GL
| Life Segment | $849.6M | 56% |
| Health Segment | $392.3M | 26% |
| Investment Segment | $281.4M | 19% |